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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,389 | $185,225-4.2% | $142,898+24.1% | $167,536+5.9% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 13.71% | 8558.12%-8544.4pp | 5639.64%-5625.9pp | 478.82%-465.1pp |
| Employer contribution / active EE | $35,412 | $5,607+531.6% | $4,146+754.2% | $4,839+631.8% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,146 | $8,032-85.7% | $6,560-82.5% | $12,315-90.7% |